Brolin Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

113 Lincolnway W, Mishawaka, Indiana, 46...

Phone Number

(574) 254-7180

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
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1

About Brolin Wealth Management

Brolin Wealth Management specializes in providing customized financial strategies and retirement planning services tailored to individual client goals. Their offerings include accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm aims to assist clients, including those with disabilities, in navigating financial processes to achieve their personal objectives. With a focus on responsible investing, they emphasize the importance of informed decision-making in the face of investment risks.Explore more
Brolin Wealth Management's Social MediaPopular SearchesBrolin Wealth ManagementBrolin WealthBrolin Wealth Management LLCBrolin Wealth Management orWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brolin Wealth Management

<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1981
SB
Scott BiestekFinancial Advisor
<$5M
1-10
Private
-
1992
PF
Patrick FergusonManager, Financial Planning Services
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
2018
KK
Kate KoplinWealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brolin Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brolin Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brolin Wealth Management.

Brolin Wealth Management Tech Stack

A closer look at the technologies used by Brolin Wealth Management

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Frequently Asked Questions Regarding Brolin Wealth Management

What is Brolin Wealth Management's official website?
Brolin Wealth Management's official website is www.brolinwealth.com
What is Brolin Wealth Management's Revenue?
Brolin Wealth Management's revenue is <$5 Million
What is Brolin Wealth Management's SIC code?
Brolin Wealth Management's SIC: 62,628
What is Brolin Wealth Management's NAICS code?
Brolin Wealth Management's NAICS: 52,523
How many employees does Brolin Wealth Management have?
Brolin Wealth Management has 1-10 employees
What industry does Brolin Wealth Management belong to?
Brolin Wealth Management is in the industry of: Finance, Securities Trading
What is Brolin Wealth Management competition?
Brolin Wealth Management top competitors include: Biestek Wealth Management, Patton Wealth Management, Retirement Lifestyle Consultants Wealth Management, Prime Wealth Management
What technology does Brolin Wealth Management use?
Some of the popular technologies that Brolin Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Wistia, Google Tag Manager
How do I contact Brolin Wealth Management?
Brolin Wealth Management contact info: Phone number: (574) 254-7180 Website: www.brolinwealth.com
What does Brolin Wealth Management do?

Brolin Wealth Management specializes in providing customized financial strategies and retirement planning services tailored to individual client goals. Their offerings include accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm aims to assist clients, including those with disabilities, in n... avigating financial processes to achieve their personal objectives. With a focus on responsible investing, they emphasize the importance of informed decision-making in the face of investment risks.Read More

What are Brolin Wealth Management social media links?
Brolin Wealth Management Linkedin page
Is Brolin Wealth Management a public company?
Brolin Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Brolin Wealth Management

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